Trusted Risk Advisor Certification

Take your credibility to the next level

The Trusted Risk Advisor™ Certification Program from Beyond Insurance gives agents and brokers an enterprise risk management skill-set through a logical, disciplined, and results-oriented framework. While participating agents and brokers may enter the program with a proven track record of success, the TRA empowers them to sharpen arrows in their quiver, confirm that they have a "growth mindset", and consider additional tools and tactics to significantly improve performance. 

This certification is available to agents in AR, CO, DE, DC, FL, IL, LA, MA, NC, OH, OK, PA, RI, SC, SD, TX, VA, and WV. Please check with your state for CE eligibility. If you do not see your state listed, please check with your local affiliate for availability. 

Registration for the entire series is $1,000 for PIA members/$1,300 for nonmembers. PIA Members-make sure to log-in at the top of the screen to receive your discount on registration for being a Member! If you are registering four or more people, use code: TRAFOUR23 for 5% off.

Take your credibility to the next level

The Trusted Risk Advisor™ Certification Program from Beyond Insurance gives agents and brokers an enterprise risk management skill-set through a logical, disciplined, and results-oriented framework. While participating agents and brokers may enter the program with a proven track record of success, the TRA empowers them to sharpen arrows in their quiver, confirm that they have a "growth mindset," and consider additional tools and tactics to significantly improve performance. 

• Immersive, cohort-based microlearning modules facilitated by subject experts
• Collaborate with peers, experts, and coaches in an online environment
• Earn the Trusted Risk Advisor™ designation in four months—no tests or annual update

And all of this is at a discounted rate, courtesy of your PIA membership. The Trusted Risk Advisor™ Certification is comprised of four online courses, which range from 30-45 minutes per day:

The next Spring 2025 TRA designation series begins:

• TRA 1: Jan. 20-31, Feb. 4 finale at 12 noon ET
• TRA 2: Feb. 17-28, March 4 finale at 12 noon ET
• TRA 3: Mar. 17-28, April 1 finale at 12 noon ET
• TRA 4: Apr. 21-May 2, May 6 finale at 12 noon ET

• TRA 1: Sept. 15-26, Sept. 30 finale at 12 noon ET
• TRA 2: Oct. 13-23, Oct. 28 finale at 12 noon ET
• TRA 3: Nov. 10-25, Nov. 21 finale at 12 noon ET (but program will close on Nov. 25)
• TRA 4: Dec. 1-12, Dec. 16 finale at 12 noon ET

TRA Course #1: Goodbye, Agent and Broker. Hello, Trusted Risk Advisor

• Discover Your Why...Your Purpose for Existence
• Your Path to Trusted Risk Advisor Status
• Differentiation, Commoditization, and the Traps
• Developing a Unique Message - Your TRA Value Proposition
• Risk, Risk Management, and the TRA Decision Matrix

TRA Course #2: The Art and Science of Discovery... Leading to Strategy

• The I³ System
• The Five Stages in the Initial Prospect Interview
• Walk Away Power
• The Employee Interview...a Strategy to Position You as the Undercover Boss!
• Case Study: Hospitality Industry
• The TRA Prospect Trigger...Emotion
• Active Listening
• The Prospect Qualification Filter

TRA Course #3: The Risk Advisor... Moving Away from the Transactional Sales

• The Underwriter's Response to the TRA Process
• The Art of Negotiation
• Prospect Research Evaluation Program (PREP)
• Filling the Prospect Pipeline
• The World of the CFO

TRA Course #4: Creating a Differentiated Customer Experience Journey Through the TRA Process

• The Customer Experience Journey
• Monitoring Risk and Risk Management within the TRA Framework
• Building Relationships that Last
• Creativity and Innovation...the One-Two Punch of the TRA
• The Art of Goal-Setting
• Living Each Day as a Servant Leader!

The Benefits

• You’ll garner a distinguished brand and competitive advantage through formal training in consultative, diagnostic sales and risk-advisory skills from top-tier coaches.
• Certification gives you established credibility in successfully identifying, analyzing, and mitigating risks and exposures on your clients’ behalf.
• Your clients will trust you to reduce the frequency and severity of claims—regardless of market conditions.
• Use of the Trusted Risk Advisor™ mark—articulate that you are skilled at reducing claim frequency and severity.

TRA Course Information

To earn the TRA certification, you must complete the TRA 1-4 sessions in order within an 18-month period. 

• Once the TRA is earned, the only requirement for maintaining the certification is to hold a current insurance license.
• Please note: to earn this certification, agents and brokers must complete all four sessions entirely.

Want more details about the program? Download the brochure or watch our video.

If you are registering four or more people, use code: TRAFOUR23 for 5% off.

Registration for the entire series is $1,000 for PIA members/$1,300 for nonmembers. PIA Members-make sure to log-in at the top of the screen to receive your discount on registration for being a Member!

Register for the next series here.